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Mfs Research Fund Class B: (MF: MFRBX)

(NASDAQ Mutual Funds) As of May 8, 2026 05:59 PM ET

$48.10 USD

+0.17 (0.35%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Mar 31, 2026

Total Return %* Percentile Rank Objective
YTD -5.04 58
3 months -5.04 58
6 months -3.57 59
1 Year 12.22 65
3 Year 13.53 58
5 Year 8.08 53
10 Year 11.47 52

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 105.17
Bear Market (10/07 - 2/09) -48.50
Bull Market (2/09 - 3/21) 814.63

Load Adjusted Returns as of Mar 31, 2026

1 Year 7.72
5 Year 8.07
10 Year 11.47
Since Inception 9.83

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -5.04 NA NA NA
2025 -5.23 10.28 5.52 1.55
2024 9.98 1.36 4.19 1.49
2023 4.16 8.09 -3.85 12.29
2022 -6.73 -14.01 -4.59 7.31
2021 5.05 8.63 -0.05 8.52

Annual Return

20262025202420232022202120202019201820172016
% Total Return -5.0411.9817.9021.56-17.8923.7815.7432.11-5.1822.377.93
% Total Return Rel to Index -0.65-6.23-7.12-4.680.31-4.90-2.650.62-0.780.58-4.00
% Total Return Rel to Peer -1.77-0.72-1.49-1.431.801.72-4.173.691.671.700.11
% Perf Quintile vs Peer* 4.003.003.003.003.003.003.002.003.003.003.00
% Dividends 0.000.000.000.000.000.000.000.030.040.130.09
% Yield 0.000.000.000.000.000.000.000.070.120.310.25
Capital Gains ($) 0.008.715.493.263.173.092.321.354.223.251.72
Expense Ratio 0.001.511.521.561.531.531.541.541.561.571.57

* 1 = Top 20%, 5 = Bottom 20%